WealthPLAN Partners’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $15.6K | Hold |
|
|||||
|
2024
Q1 | $27.3K | Hold |
|
|||||
|
2023
Q4 | $23K | Hold |
|
|||||
|
2023
Q3 | $17.8K | Sell |
|
|||||
|
2023
Q2 | $20.4K | Sell |
|
|||||
|
2023
Q1 | $26.5K | Hold |
|
|||||
|
2022
Q4 | $30K | Buy |
|
|||||
|
2022
Q1 | $207K | Buy |
|
|||||
|
2021
Q4 | $219K | Sell |
|
|||||
|
2021
Q3 | $253K | Sell |
|
|||||
|
2021
Q2 | $293K | Sell |
|
|||||
|
2021
Q1 | $420K | Sell |
|
|||||
|
2020
Q4 | $498K | Buy |
|